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Name Holding Trade Value Shares
Change 		Change in
Stake
CPW
3576
Catalyst Private Wealth
California
$848K +$108K +426 +16%
LP
3577
LGL Partners
Pennsylvania
$847K +$3.3K +13 +0.4%
PP
3578
PrairieView Partners
Minnesota
$847K +$13.2K +52 +2%
DLHL
3579
Donald L. Hagan LLC
Florida
$844K – – –
3F
3580
360 Financial
Minnesota
$835K +$80.1K +315 +11%
RRCM
3581
Rappaport Reiches Capital Management
Illinois
$831K +$780K +3,069 New
GPA
3582
Guidance Point Advisors
Massachusetts
$830K +$508 +2 +0.1%
SPA
3583
Sentinel Pension Advisors
Massachusetts
$830K +$70.9K +279 +10%
WAOI
3584
Wealth Advisors of Iowa
Iowa
$829K – – –
CC
3585
Caxton Corporation
New Jersey
$829K +$332K +1,308 +75%
LFGH
3586
Lee Financial Group Hawaii
Hawaii
$826K -$131K -515 -14%
BIG
3587
Boothe Investment Group
Delaware
$826K +$53.4K +210 +7%
WF
3588
Williams Financial
Vermont
$823K +$5.59K +22 +0.7%
TWP
3589
Tower Wealth Partners
Pennsylvania
$821K +$1.52K +6 +0.2%
EPWM
3590
Essex Private Wealth Management
Massachusetts
$816K +$102K +400 +15%
DAM
3591
Draper Asset Management
New York
$814K +$126K +496 +20%
TFIPS
3592
Towarzystwo Funduszy Inwestycyjnych PZU SA
$813K +$108K +426 +17%
ECM
3593
EMC Capital Management
Texas
$811K – – –
EGM
3594
Engineers Gate Manager
New York
$808K -$12.2M -48,099 -94%
FAN
3595
Financial Advisors Network
California
$808K +$20.6K +81 +3%
IWA
3596
Inspirion Wealth Advisors
Illinois
$806K -$121K -475 -14%
HGWM
3597
Horst & Graben Wealth Management
Oregon
$801K +$21.6K +85 +3%
MAM
3598
Marquette Asset Management
Minnesota
$789K – – –
KFS
3599
Kelly Financial Services
Massachusetts
$784K +$32K +126 +5%
WCWM
3600
Willow Creek Wealth Management
California
$782K +$24.4K +96 +3%
142 143
144
145 146